NEWS & LEGAL ARTICLES

Estate Planning

Discussing Estate Planning with Loved Ones

I always advise my clients to let their family members know that they have done estate planning and where the documents are located. At a minimum … family members must know that planning has been done.

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Estate Planning

What is a Beneficiary Designation?

Beneficiary designations are contracts generally not governed by a will or trust such as life insurance policies, annuity contracts, IRAs, and other retirement plans.

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Estate Planning

Which is Better? Will vs. Trust

The revocable trust (aka “living trust” or “family trust”) is a popular way to plan for your future. However, despite the popularity, trusts are not without potential problems. In deciding what is best for your family and estate, here is some basic information about revocable trusts.

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Estate Planning

Disinheriting Family

A parent does not normally decide that they just want to disinherit a child. Almost always, the child has taken actions to distance themselves from their parents and family.

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Business

Operational Excellence for Small Business Owners

Owners of small businesses may encounter challenges with respect to operational excellence that are less applicable in larger entities. Often times these small businesses operate less formally due to family relationships, which can result in oversights to certain areas of the business.

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Estate Planning

What Happens: No Will, No Trust

Even if you have never signed a will or trust, you have an estate plan. Some of you may be asking, “How?” The answer is the state has a “default estate plan” for those without their own.

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